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TO AID, STRENGTHEN AND EXPAND, IN EVERY PROPER AND USEFUL WAY, THE WORK OF WILLIAM & MARY, A PUBLIC UNIVERSITY IN VIRGINIA.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$161.6M
Program Spending
90%
of total expenses go to program services
Total Contributions
$131.1M
Total Expenses
▼$72.6M
Total Assets
$1.3B
Total Liabilities
▼$36.2M
Net Assets
$1.3B
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$26.7M
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $60.7M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $15.9M | Cash | Center for the Visual Arts |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $13.1M | Cash | Scholarships |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $5.5M | Cash | Other - general support |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $4M | Cash | Advancement Funding |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $3.8M | Cash | Athletic Complex Fund |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $3.2M | Cash | Professorships |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $2.3M | Cash | Intercollegiate Athletics |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $2M | Cash | Soccer/Lacrosse Practice Fields |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $1.5M | Cash | University Strategic Priorities |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $1.5M | Cash | Institute, Integrative Conserve Fund |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $1.3M | Cash | Library Enhancements, Support and Administration |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $1.2M | Cash | Camp Launch Program |
| WILLIAMSBURG, VA | $959.9K | Cash | GENERAL SUPPORT | |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $897.1K | Cash | W & M VET Program |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $883K | Cash | Gates Hall Renovation & Expansion |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $869.4K | Cash | Museums and Galleries |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $325K | Cash | Tennis Facility Fund |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $275.3K | Cash | Concert Hall Acoustics Fund |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $258.2K | Cash | Career Center Student Internship |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $225K | Cash | Jimmye Laycock Footbal Complex |
WILLIAM & MARY54-6001718 | WILLIAMSBURG, VA | $217.6K | Cash | Global Research Institute Fund |
WILLIAM & MARY ALUMNI ASSOCIATION54-6054289 | WILLIAMSBURG, VA | $204.5K | Cash | GENERAL SUPPORT |
| WILLIAMSBURG, VA | $93K | Cash | GENERAL SUPPORT | |
MURRAY 1693 SCHOLARS FOUNDATION46-4365190 | WILLIAMSBURG, VA | $75.2K | Cash | GENERAL SUPPORT |
| WILLIAMSBURG, VA | $15.6K | Cash | GENERAL SUPPORT | |
MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION54-1224563 | WILLIAMSBURG, VA | $6,750 | Cash | GENERAL SUPPORT |
| Total | $60.7M | |||
WILLIAM & MARY
WILLIAMSBURG, VA
$15.9M
WILLIAM & MARY
WILLIAMSBURG, VA
$13.1M
WILLIAM & MARY
WILLIAMSBURG, VA
$5.5M
WILLIAM & MARY
WILLIAMSBURG, VA
$4M
WILLIAM & MARY
WILLIAMSBURG, VA
$3.8M
WILLIAM & MARY
WILLIAMSBURG, VA
$3.2M
WILLIAM & MARY
WILLIAMSBURG, VA
$2.3M
WILLIAM & MARY
WILLIAMSBURG, VA
$2M
WILLIAM & MARY
WILLIAMSBURG, VA
$1.5M
WILLIAM & MARY
WILLIAMSBURG, VA
$1.5M
WILLIAM & MARY
WILLIAMSBURG, VA
$1.3M
WILLIAM & MARY
WILLIAMSBURG, VA
$1.2M
WILLIAMSBURG, VA
$959.9K
WILLIAM & MARY
WILLIAMSBURG, VA
$897.1K
WILLIAM & MARY
WILLIAMSBURG, VA
$883K
WILLIAM & MARY
WILLIAMSBURG, VA
$869.4K
WILLIAM & MARY
WILLIAMSBURG, VA
$325K
WILLIAM & MARY
WILLIAMSBURG, VA
$275.3K
WILLIAM & MARY
WILLIAMSBURG, VA
$258.2K
WILLIAM & MARY
WILLIAMSBURG, VA
$225K
WILLIAM & MARY
WILLIAMSBURG, VA
$217.6K
WILLIAMSBURG, VA
$204.5K
WILLIAMSBURG, VA
$93K
WILLIAMSBURG, VA
$75.2K
WILLIAMSBURG, VA
$15.6K
WILLIAMSBURG, VA
$6,750
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $161.6M | $131.1M | $72.6M | $1.3B | $1.3B |
| 2022IRS e-File | $41.1M | $20.1M | $52.6M | $1.1B | $1.1B |
| 2021 | $79.4M | $28.4M | $39M | $1.1B | $1.1B |
| 2020 | $88.6M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Matthew T Lambert | Chief Executive Officer | 30 | $257.2K | $0 | $37.5K | $294.7K |
| Bruce G Aird | Chief Financial Officer And Treasurer | 48 | $129.6K | $0 | $35.2K | $164.8K |
| Julie S Leach | Executive Director | 32 | $96.7K | $0 | $32.2K | $128.9K |
| Darpan S Kapadia | Trustee/vice Chairperson For Development Strategy | 1 | $0 | $0 | $0 | $0 |
| Elizabeth Cabell Jennings | Trustee/vice Chairperson For Investments | 1 | $0 | $0 | $0 | $0 |
| Janet R Atwater | Trustee/chairperson Of The Board | 1 | $0 | $0 | $0 | $0 |
| Teri Dale Dungan | Trustee/secretary | 1 | $0 | $0 | $0 | $0 |
Matthew T Lambert
Chief Executive Officer
$294.7K
Hrs/Wk
30
Compensation
$257.2K
Related Orgs
$0
Other
$37.5K
Bruce G Aird
Chief Financial Officer And Treasurer
$164.8K
Hrs/Wk
48
Compensation
$129.6K
Related Orgs
$0
Other
$35.2K
Julie S Leach
Executive Director
$128.9K
Hrs/Wk
32
Compensation
$96.7K
Related Orgs
$0
Other
$32.2K
Darpan S Kapadia
Trustee/vice Chairperson For Development Strategy
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Elizabeth Cabell Jennings
Trustee/vice Chairperson For Investments
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Janet R Atwater
Trustee/chairperson Of The Board
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Teri Dale Dungan
Trustee/secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| F Brian Hiestand | Chief Investment Officer, 1693 Partners Fund | 10 | $384.3K | $0 | $67.5K | $451.9K |
| Catherine Mountjoy | Chief Operating Officer, 1693 Partners Fund | 5 | $315.9K | $0 | $47.7K | $363.5K |
F Brian Hiestand
Chief Investment Officer, 1693 Partners Fund
$451.9K
Hrs/Wk
10
Compensation
$384.3K
Related Orgs
$0
Other
$67.5K
Catherine Mountjoy
Chief Operating Officer, 1693 Partners Fund
$363.5K
Hrs/Wk
5
Compensation
$315.9K
Related Orgs
$0
Other
$47.7K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| A Clayton Perfall | Trustee (term Began 10/23) | 1 | $0 | $0 | $0 | $0 |
| Andrew W Horrocks | Trustee | 1 | $0 | $0 | $0 | $0 |
| Chet M Thaker | Trustee | 1 | $0 | $0 | $0 | $0 |
| Christine Marie Villa | Trustee | 1 | $0 | $0 | $0 | $0 |
| Clifford B Fleet Iii | Trustee | 1 | $0 | $0 | $0 | $0 |
| David N Kelley | Trustee |
A Clayton Perfall
Trustee (term Began 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Andrew W Horrocks
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Chet M Thaker
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $64.6M |
| $49.3M |
| $868.9M |
| $840.4M |
| 2019 | $83.5M | $46.1M | $41.6M | $869M | $838.9M |
| 2018 | $83.4M | $34.7M | $31.3M | $806.2M | $777.2M |
| 2017 | $96.4M | $32.6M | $38.2M | $750.6M | $722M |
| 2016 | $37.9M | $21.1M | $43M | $691.1M | $663.6M |
| 2015 | $44.4M | $17.3M | $32M | $709.6M | $680.6M |
| 2014 | $48.3M | $26M | $23.7M | $707.5M | $677.7M |
| 2013 | $74.8M | $57M | $20.6M | $629M | $600.8M |
| 2012 | $31.4M | $17.8M | $19.8M | $544.3M | $516.5M |
| 2011 | $25.4M | $12.2M | $29.7M | $529.9M | $502.2M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| David R Covin | Trustee | 1 | $0 | $0 | $0 | $0 |
| Dawn M Aaron | Trustee | 1 | $0 | $0 | $0 | $0 |
| Dr Stephen S Tang | Trustee | 1 | $0 | $0 | $0 | $0 |
| Eugene P Foley Jr | Trustee | 1 | $0 | $0 | $0 | $0 |
| Frances C Engoron | Trustee | 1 | $0 | $0 | $0 | $0 |
| Hilary Grant Dixon | Trustee | 1 | $0 | $0 | $0 | $0 |
| Hylah B Ballowe | Trustee | 1 | $0 | $0 | $0 | $0 |
| J Scott Perkins | Trustee | 1 | $0 | $0 | $0 | $0 |
| James E Mallory | Trustee | 1 | $0 | $0 | $0 | $0 |
| Jane Church Horvath | Trustee | 1 | $0 | $0 | $0 | $0 |
| Jennifer T Mackesy | Trustee (term Ended 10/23) | 1 | $0 | $0 | $0 | $0 |
| Jill Marie Lord | Trustee | 1 | $0 | $0 | $0 | $0 |
| Jody W Forsyth | Trustee | 1 | $0 | $0 | $0 | $0 |
| John E Simmons | Trustee (term Ended 10/23) | 1 | $0 | $0 | $0 | $0 |
| Karla Munden | Trustee | 1 | $0 | $0 | $0 | $0 |
| Katherine A Rowe | Trustee/ Voting Ex-officio | 1 | $0 | $0 | $0 | $0 |
| Louis Gerard Dudney | Trustee | 1 | $0 | $0 | $0 | $0 |
| Mark C Bush | Trustee (term Ended 10/23) | 1 | $0 | $0 | $0 | $0 |
| Mashea M Ashton | Trustee | 1 | $0 | $0 | $0 | $0 |
| Melissa D Friedery | Trustee (term Ended 10/23) | 1 | $0 | $0 | $0 | $0 |
| Michael C Petters | Trustee/voting Ex-officio | 1 | $0 | $0 | $0 | $0 |
| Michael C Sapnar | Trustee | 1 | $0 | $0 | $0 | $0 |
| Michael K Powell | Trustee (term Ended 10/23) | 1 | $0 | $0 | $0 | $0 |
| Pamela Jordan Penny | Trustee | 1 | $0 | $0 | $0 | $0 |
| Penelope H Meredith | Trustee | 1 | $0 | $0 | $0 | $0 |
| Raelene C Wagoner | Trustee | 1 | $0 | $0 | $0 | $0 |
| Shelley B Goode | Trustee | 1 | $0 | $0 | $0 | $0 |
| Sue Hanna Gerdelman | Trustee (term Began 10/23) | 1 | $0 | $0 | $0 | $0 |
| Timothy J Carroll | Trustee (term Began 10/23) | 1 | $0 | $0 | $0 | $0 |
| Todd A Stottlemyer | Trustee | 1 | $0 | $0 | $0 | $0 |
| Todd Andrew Howard | Trustee | 1 | $0 | $0 | $0 | $0 |
Christine Marie Villa
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Clifford B Fleet Iii
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David N Kelley
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David R Covin
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dawn M Aaron
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dr Stephen S Tang
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Eugene P Foley Jr
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Frances C Engoron
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Hilary Grant Dixon
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Hylah B Ballowe
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
J Scott Perkins
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James E Mallory
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jane Church Horvath
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jennifer T Mackesy
Trustee (term Ended 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jill Marie Lord
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jody W Forsyth
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John E Simmons
Trustee (term Ended 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Karla Munden
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Katherine A Rowe
Trustee/ Voting Ex-officio
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Louis Gerard Dudney
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mark C Bush
Trustee (term Ended 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mashea M Ashton
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Melissa D Friedery
Trustee (term Ended 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael C Petters
Trustee/voting Ex-officio
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael C Sapnar
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael K Powell
Trustee (term Ended 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Pamela Jordan Penny
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Penelope H Meredith
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Raelene C Wagoner
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Shelley B Goode
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sue Hanna Gerdelman
Trustee (term Began 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Timothy J Carroll
Trustee (term Began 10/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Todd A Stottlemyer
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Todd Andrew Howard
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0